11.1.1.1. Audit Details

In this section of the New Audit Definition form, users can define the details of the audit.

*For more details on the single-select and multi-select dropdown fields populating this form, click here. For more details on field behavior, click here.

1. Audit ID: This field is automatically populated with the audit ID whenever a new audit is defined. Users cannot modify the field.
2. Audit Name: This is a text field that allows users to input the name of the audit. It is a mandatory field.
3. Audit Subject: This is a text field that allows users to input the subject of the audit.
4. Category: This is a single-select dropdown field that retrieves the list of predefined categories.
   • Categories are created in the Category section of General Settings.
5. Business Division: This is a single-select dropdown field that retrieves the list of business divisions or departments.
   • Once a parent department has been selected from this field, it will filter the items in the Business Line dropdown.
6. Business Line: This is a single-select dropdown field that retrieves the list of business lines associated with the selected business division.
   • All child departments of the selected parent department will be displayed in this list.
7. Audit Type: This is a single-select dropdown field that retrieves the list of predefined audit types. It is a mandatory field.
   • Audit Types (Standard): External, Internal, and Supplier.
     • If Supplier is selected, it will display the following fields:
       
       • Supplier: This is a single-select dropdown field that retrieves the list of suppliers (from the Suppliers application).
       • Supplier Email: Once a supplier has been selected from the dropdown, this field will automatically be populated with the email inputted in the Supplier form
       • Supplier Contact Number: Once a supplier has been selected from the dropdown, this field will automatically be populated with the contact number inputted in the Supplier form
       • Supplier Address: Once a supplier has been selected from the dropdown, this field will automatically be populated with the address inputted in the Supplier form
   • Audit types are created in the Audit Types section of Audit Settings.
8. Compliance Type: This is a single-select dropdown field that retrieves the list of predefined compliance types.
   • When a compliance type is selected, the Audit ID will automatically be altered to include the appropriate infix.
     • For example, if ISO 27k is selected as a compliance type, the Audit ID will be altered in the following manner:
       
   • Compliance types are created in the Compliance Types List section of General Settings.
9. Frequency: This is a single-select dropdown field that retrieves the list of predefined frequencies. It allows users to select the frequency of the audit.
   • Frequency options are created in the Frequency section of General Settings.
10. Estimated Effort (Hours): This is a numeric field that allows users to input the estimated number of hours it will take to execute the audit.
11. First Reminder to Be Sent: This is a numeric field that allows users to input the number of days that can pass before the first reminder about the scheduled audit should be sent.
12. Language the Audit Will Be: This is a single-select dropdown field that allows users to select the language that the audit will be in.
    • Language options are created in the Language of section General Settings.
13. Audit Related To: This is a multi-select dropdown field that retrieves the list of predefined audit relations. It allows users to define their audit as specific to certain processes, products, services, etc.
    • Audit Relations (Standard): Process, Service, Product.
      • If Process is selected, it will enable the EPC Process(es) dropdown.
        
        • EPC Process(es): This is a multi-select dropdown field that retrieves the list of processes from EPC.
      • If Service is selected, it will enable the EPC Service(s) dropdown.
        
        • Select EPC Service(s): This is a multi-select dropdown field that retrieves the list of capabilities from EPC.
      • If Product is selected, it will enable the Product(s) dropdown.
        • Product(s): This is a multi-select dropdown field that displays the list of products.
          
    • Audit relations are created in the Audit Related To List section of Audit Settings.
14. Audit Methods: This is a multi-select dropdown field that retrieves the list of predefined audit methods.
    • Audit methods are created in the Audit Method section of Audit Settings.
15. Created By: This field is automatically populated with the name—full name and login name—of the user currently defining the audit.
16. Creation Date: This field is automatically populated with the creation date of the audit.
17. Site: This is a multi-select dropdown field that retrieves the list of predefined location sites.
    • Sites in this dropdown adhere to the following template: [Region] – [Country] – [Site].
      
    • Site options are created in the Site form. To properly set up a site, however, users will first need to set up the corresponding region in the Region form and the corresponding country in the Country form.
      • For example, to establish Montreal as the site for the audit, users will first need to set up North America as a region and Canada as a country in the associated forms.
        • These forms are all found in the Location section of General Settings.
18. Team: This is a single-select dropdown field that retrieves the list of teams. It is a mandatory field.
    • Teams are created in the Team section of Audit Settings.
      • In Team, users can define the Team Name, Team Leader, and Team Members.
19. Team Leader: Once a team has been selected from the dropdown, this field is automatically populated with the associated team leader.
20. Potential Auditors: Once a team has been selected from the dropdown, this field is automatically populated with the list of associated team members. Users can still modify the field.
    • The users displayed/inputted in this field will appear again in the Schedule Audit stage of the Plan & Execute Audits workflow, when the team leader is tasked with both selecting a lead auditor and assigning an auditor per requirement.
21. What is the reason for this audit?: This is a rich text field that allows users to input the reason for the audit.
    • For more details on this field, click here.
22. Submit Form: This button allows users to submit the form.
    • For more details on this function, click here.